Latest Institutional Transactions on Envestnet, Inc. (ENV)
This table provides information on the latest institutional transactions involving Envestnet, Inc. (ENV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.82KClosed |
$203K - $226K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-2.92KClosed |
$210K - $234K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
263New |
$19K - $21.1K
|
263
$16.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Clear Street Markets LLC
|
SELL
|
PUT |
-40Closed |
$2.89K - $3.21K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Mcia Inc
|
SELL
|
- |
-4.5KClosed |
$325K - $361K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-42Closed |
$2.74K - $3.34K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-73.1KClosed |
$4.77M - $5.81M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-4.06KClosed |
$265K - $323K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
5.64KNew |
$368K - $448K
|
5.64K
$356K
|
|
|
Aug 13, 2021
Q2 2021
|
Renaissance Group LLC
Covington, KY |
SELL
|
- |
-14.1KClosed |
$920K - $1.12M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-32Closed |
$2.09K - $2.54K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
9New |
$587 - $715
|
9
$568
|
|
|
Aug 13, 2021
Q2 2021
|
Wms Partners, LLC
|
SELL
|
- |
-2.77KClosed |
$181K - $220K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.01KClosed |
$196K - $240K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-16.5KClosed |
$1.08M - $1.31M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.35KClosed |
$348K - $425K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-20Closed |
$1.3K - $1.59K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-5.41KClosed |
$353K - $430K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-105Closed |
$6.84K - $8.35K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Skylands Capital, LLC
|
SELL
|
- |
-2.9KClosed |
$189K - $231K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-2Closed |
$130 - $159
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.8K+ 7.14% |
$117K - $143K
|
27K
$1.71M
|
|
|
Jul 16, 2021
Q2 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-11Closed |
$717 - $874
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
SELL
|
- |
-40Closed |
$2.61K - $3.18K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jan 10, 2025
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 02, 2021
Q1 2021
|
Regions Financial Corp
|
SELL
|
- |
-2.65KClosed |
$170K - $231K
|
0
$0
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.49KClosed |
$160K - $217K
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-27Closed |
$1.73K - $2.35K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-15.1KClosed |
$969K - $1.32M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-8.74KClosed |
$559K - $760K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Tenor Capital Management Co., L.P.
New York, NY |
SELL
|
- |
-53.4KClosed |
$3.42M - $4.65M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-4.82KClosed |
$308K - $419K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Advent International Corp
Boston, MA |
BUY
|
- |
250K+ 15.33% |
$16M - $21.7M
|
1.88M
$119M
|
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.5KClosed |
$160K - $217K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.7KClosed |
$173K - $235K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.68KClosed |
$300K - $407K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-51.3KClosed |
$3.29M - $4.46M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-400Closed |
$25.6K - $34.8K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Peregrine Capital Management LLC
|
SELL
|
- |
-498KClosed |
$31.9M - $43.3M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-35Closed |
$2.24K - $3.04K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Royce & Associates LP
|
SELL
|
- |
-1.5K- 20.0% |
$96K - $130K
|
6K
$379K
|
|
|
May 07, 2021
Q1 2021
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-10Closed |
$640 - $870
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Simmons Bank
|
SELL
|
- |
-2.66KClosed |
$170K - $231K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Quantitative Systematic Strategies LLC
|
SELL
|
- |
-2.91KClosed |
$186K - $253K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-247Closed |
$15.8K - $21.5K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-14.4KClosed |
$921K - $1.25M
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-451Closed |
$28.9K - $39.2K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-1.34KClosed |
$85.5K - $116K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-402Closed |
$25.7K - $35K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-32Closed |
$2.05K - $2.78K
|
0
$0
|
|